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Smart Alpha Small & Micro Cap
Smart Alpha Small & Micro Cap

Smart Alpha Small & Micro Cap

  • Alchemy Capital Management
  • SMALL CAP
  • 20
    Out of 21*
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Portfolio age1 year, 7 months
4.43%
3.54%
Hurdle Rate**10.00% 8.00% or 0%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.03%)
Allocation by Market Cap
Small Cap (44.92%)
Mid Cap (14.37%)
Large Cap (0%)
Sector Holdings
  • Capital Goods18.25%
  • Chemicals14.85%
  • Consumer Durables11.36%
  • Consumer Services7.7%
  • Financial Services7.13%
Stock Holdings
  • GE Vernova T&D India Limited14.37%
  • Multi Commodity Exchange of India Ltd7.13%
  • Pg Electroplast Limited6.69%
  • Refex Industries Limited6.68%
  • Goldiam International Ltd.4.67%

bt_logoPORTFOLIO MANAGERS

Alok Agarwal
  • Manager Rank Out of 15
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr8.45%
Profile

Alok has over 21 years of experience in Finance and Markets, primarily in equity research and fund management. He worked with PGIM India AMC, where he managed their flagship fund and headed their Offshore Equity Desk. Alok has also worked with Deutsche Asset Management, KR Choksey Shares & Securities, E-nxt Financials Ltd and Pinnacle Academy. He holds a degree of M.Com and MS (Finance) & has also completed CA, CFA & CMT

Other Schemes
  • table
  • Grid
Compare
Alpha Small Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
7 Out of 25
Fixed Fee
2.50%
Scheme Return
4.61%
Benchmark Return
3.54%
Smart Alpha Small & Micro Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% 8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
8 Out of 25
Fixed Fee
2.50%
Scheme Return
4.43%
Benchmark Return
3.54%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jun, 2025)
Inception Date
Dec 06, 2023
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50% or 0.00%
Hurdle Rate
10.00% 8.00% or 0%
Profit Sharing
15% above the 10% Hurdle or 20% above the 8% Hurdle or15% profit sharing on All Profits
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bt_logoINVESTMENT PHILOSOPHY

Objective

To generate long term risk adjusted returns.

Investment Approach

To generate long term risk adjusted returns.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Smart Alpha Small & Micro Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% 8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
8 Out of 25
Fixed Fee
2.50%
Scheme Return
4.43%
Benchmark Return
3.54%
Hem securities - India Rising SME Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 25
Fixed Fee
No Option
Scheme Return
6.81%
Benchmark Return
3.39%
Fort Capital - Value Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 25
Fixed Fee
2.00%
Scheme Return
6.12%
Benchmark Return
3.54%
Equitree - Emerging Opportunities
AUM (₹ Cr)
₹792.16 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 25
Fixed Fee
No Option
Scheme Return
5.9%
Benchmark Return
3.54%
Dynamo
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 25
Fixed Fee
2.50%
Scheme Return
5.24%
Benchmark Return
3.54%
Transformative Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 25
Fixed Fee
2.50%
Scheme Return
4.72%
Benchmark Return
3.54%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Alchemy Capital Management
Alchemy Capital Management manages assets worth Rs 7247.34 crores. Its current offering of PMS schemes includes 2 Small Cap schemes.

AUM (₹ cr)

7,247.34 (As on Jun, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Alpha Small Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
7 Out of 25
Fixed Fee
2.50%
Scheme Return
4.61%
Benchmark Return
3.54%
Smart Alpha Small & Micro Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% 8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
8 Out of 25
Fixed Fee
2.50%
Scheme Return
4.43%
Benchmark Return
3.54%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Smart Alpha Small & Micro Cap?
The hurdle rate of Smart Alpha Small & Micro Cap is 10.00% 8.00% or 0%.
What is the fixed fee charged in Smart Alpha Small & Micro Cap ?
The fixed fee charged in Smart Alpha Small & Micro Cap is 2.50%.
What is the variable fee charged in Smart Alpha Small & Micro Cap ?
The variable fee charged in Smart Alpha Small & Micro Cap is 1.50% or 0.00%.
What is the profit sharing in Smart Alpha Small & Micro Cap ?
The profit sharing in Smart Alpha Small & Micro Cap is 15% above the 10% Hurdle or 20% above the 8% Hurdle or15% profit sharing on All Profits.
What is the minimum investment in Smart Alpha Small & Micro Cap ?
The minimum investment in Smart Alpha Small & Micro Cap is ₹50 Lacs
What type of scheme is Smart Alpha Small & Micro Cap?
Smart Alpha Small & Micro Cap is an Equity scheme. It falls in the SMALL CAP category.
What is the inception date of Smart Alpha Small & Micro Cap?
The inception date of Smart Alpha Small & Micro Cap is Dec 06, 2023.
What is the exit load of Smart Alpha Small & Micro Cap?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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